• 1 Year Returns: 6.51%
• 3 Year Returns: 8.99%
• 5 Year Returns: 8.15%

• G-Sec | 41.72%
• Miscellaneous | 35.82%
• Private Banks | 6.64%
• Oil & Gas - Refining & Marketing | 2.35%
• IT Services & Consulting | 2.11%

• 7.09% Central Government Securities 05/08/2054 | 37.85%
• TREPS | 35.82%
• 7.10% Central Government Securities 08/04/2034 | 3.86%
• HDFC Bank Ltd | 3.03%
• ICICI Bank Ltd | 2.22%

• Government Securities | 41.72%
• Cash & Equivalents | 37.43%
• Equity | 19.52%
• REITs & InvIT | 0.90%
• N/A | 0.31%

The alpha ratio for the Sundaram Conservative Hybrid Fund(H-IDCW) is -0.65

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Conservative Hybrid Fund(H-IDCW) is 3.22

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Conservative Hybrid Fund(H-IDCW) is 0.99

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Conservative Hybrid Fund(H-IDCW) is 0.11

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.